Invesco Rising Dividends' managers still have a lot to prove here. The fund earns a Morningstar Analyst Rating of Neutral for all share classes.
Morningstar’s Fund Analysis OCRDX
Will OCRDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OCRDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OCRDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OCRDX’s parent organization’s priorities and whether they’re in line with investors’ interests.